Customer Experience

The future of commercial banking will be determined by customer experience and the investments banks make to improve it.

  • The Secret to a Successful Digital Transformation

    The Secret to a Successful Digital Transformation

    Digital transformation has become essential for commercial banks that want to remain competitive, but where do you start to ensure success? We've got an answer for you (and it's not a CRM or LOS).

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  • Why the Customer Experience is Critical for Commercial Banks

    Infographic >
  • Why Don't Customers Trust Their Banks? [Podcast]

    Why Don't Customers Trust Their Banks? [Podcast]

    Why is the financial services industry the least trusted, according to the Edelman Trust Barometer? Katharine Briggs discusses possible reasons and how banks can earn back the trust they deserve.

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  • Building Your Commercial Bank Around Relationships

    Building Your Commercial Bank Around Relationships

    Commercial banks may talk about being relationship-based in their sales, but are they set up to execute that strategy? And is relationship-based banking a high enough priority?

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  • Is Your Commercial Bank Truly Relationship-Based?

    Is Your Commercial Bank Truly Relationship-Based?

    Relationship banking is a concept that's very important to commercial banks, but are they actually delivering the type of personalization and customer experience their clients expect?

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  • Banking Needs Personalization at Scale [Podcast]

    Banking Needs Personalization at Scale [Podcast]

    Jim and Dallas discuss the changes we're seeing in relationship banking and what you can do to better serve your customers.

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  • Focus on Customers, Not Competition with Jim Marous [Podcast]

    Focus on Customers, Not Competition with Jim Marous [Podcast]

    Jim Marous, co-publisher of The Financial Brand, shares some of the major changes coming to the banking industry and how banks can focus on customers during this time.

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  • Customer Experience in Commercial Banking [Infographic]

    Customer Experience in Commercial Banking [Infographic]

    Learn why commercial banking executives see the customer experience as the largest opportunity for growth.

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  • Rabobank: Changing the Conversation1:49

    Rabobank: Changing the Conversation

    "Banking has really become somewhat commoditized; everybody offers a loan product."

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  • "With the terms, we needed to structure a deal that would change the conversation and retain a valued customer.”

    Rabobank's Story
  • How Would Disney Run a Bank [Podcast]

    How Would Disney Run a Bank [Podcast]

    There’s a lot we can learn from other industries when it comes to Customer Experience. Making processes more efficient and cutting down wait times are only the beginning. In this podcast, Maria...

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  • Helping Customers See Past Rate

    Helping Customers See Past Rate

    Moving a customer from a rate shopper to a value shopper can be a difficult feat. Here's what we've seen the best relationship managers do to provide their customers the most value possible. The...

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  • Are You the Bank of Last Resort?

    Are You the Bank of Last Resort?

    Is your bank the one businesses turn to first, for smart advice and solutions? Or do they come to you last, to see if you're desperate enough to undercut everyone else's pricing?

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  • Building Customer Loyalty [Podcast]

    Building Customer Loyalty [Podcast]

    Customer loyalty is at the core of a bank’s success. When you show that you care about your customer’s needs, they are more willing to pay fees, forgive mistakes, and refer new business. This...

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  • Architecting the Customer Experience - Mike Bosworth - BankOnPurpose 20161:08:56

    Architecting the Customer Experience - Mike Bosworth - BankOnPurpose 2016

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  • Customer Success for Bankers [Podcast]

    Customer Success for Bankers [Podcast]

    In this podcast Dallas and Jess explain their concept of customer success, how it works for PrecisionLender, and why it is so important in Software as a Service (SaaS) businesses. The SaaS...

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  • Does Your Bank Start Deals at “No”?

    Does Your Bank Start Deals at “No”?

    Is your bank missing out on potential loan growth and profitability because it starts at "no" and never makes it to "yes" on deals? The post Does Your Bank Start Deals at “No”? appeared first on...

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  • Making the “Inside Deal” Just “The Deal”

    Making the “Inside Deal” Just “The Deal”

    “You’ll see. First they stick you with the undercoating, rust-proofing, dealer prep. Suddenly, you’re on your back like a turnip.” “Look at these salesmen. The only thing these guys fear is the...

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  • Why Great Lenders Are Like Curious Children

    Why Great Lenders Are Like Curious Children

    Child: Can I have ice cream for dinner? Parent: No. Child: Why? Parent: Because ice cream isn’t good for you. Child: Why? Parent: Because it has no nutritional value. Child: Why? Parent: Umm … I...

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